Constellation Brands (NYSE:STZ) Stock Price Expected to Rise, Piper Sandler Analyst Says

Key Points

• Piper Sandler raised its price target on Constellation Brands from $146 to $160 while keeping a "neutral" rating, and the Street consensus remains a Moderate Buy with an average target of $178.43.
• Constellation beat Q4 expectations (EPS $1.90 vs. $1.74; revenue above estimates) and returned roughly $1.6B to shareholders while raising the quarterly dividend to $1.03, which lifted investor sentiment.
• Management issued a softer FY2027 EPS guide of $11.20–$11.90 and withdrew FY2028 guidance, amid an 11.3% YoY revenue decline and weakness in wine & spirits—key downside risks for the stock.

Constellation Brands (NYSE:STZ - Get Free Report) had its price target upped by research analysts at Piper Sandler from $146.00 to $160.00 in a research note issued on Friday,Benzinga reports. The firm currently has a "neutral" rating on the stock. Piper Sandler's price target points to a potential downside of 1.88% from the company's previous close.

Several other research firms also recently weighed in on STZ. Royal Bank Of Canada restated an "outperform" rating on shares of Constellation Brands in a report on Wednesday, March 18th. BMO Capital Markets reiterated an "outperform" rating and set a $190.00 target price on shares of Constellation Brands in a report on Friday, January 9th. UBS Group raised their target price on shares of Constellation Brands from $168.00 to $176.00 and gave the company a "buy" rating in a research report on Wednesday, April 1st. Barclays boosted their price target on shares of Constellation Brands from $148.00 to $151.00 and gave the company an "equal weight" rating in a report on Thursday, April 2nd. Finally, Deutsche Bank Aktiengesellschaft dropped their price objective on shares of Constellation Brands from $162.00 to $154.00 and set a "hold" rating on the stock in a research note on Monday, March 30th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat, Constellation Brands currently has a consensus rating of "Moderate Buy" and an average price target of $178.43.

Constellation Brands Stock Up 8.5%

Shares of NYSE STZ opened at $163.06 on Friday. Constellation Brands has a 52-week low of $126.45 and a 52-week high of $196.91. The firm has a market capitalization of $28.28 billion, a price-to-earnings ratio of 17.00, a PEG ratio of 0.42 and a beta of 1.75. The stock has a 50 day moving average price of $154.56 and a 200 day moving average price of $145.38. The company has a debt-to-equity ratio of 1.29, a quick ratio of 0.70 and a current ratio of 1.34.

Constellation Brands (NYSE:STZ - Get Free Report) last released its quarterly earnings data on Wednesday, April 8th. The company reported $1.90 EPS for the quarter, topping the consensus estimate of $1.74 by $0.16. The company had revenue of $1.92 billion for the quarter, compared to the consensus estimate of $1.84 billion. Constellation Brands had a return on equity of 26.70% and a net margin of 17.29%.Constellation Brands's quarterly revenue was down 11.3% on a year-over-year basis. During the same period last year, the business posted $2.63 EPS. Sell-side analysts expect that Constellation Brands will post 13.5 earnings per share for the current year.

Institutional Trading of Constellation Brands

Several hedge funds have recently modified their holdings of STZ. Oppenheimer Asset Management Inc. boosted its holdings in Constellation Brands by 329.8% in the third quarter. Oppenheimer Asset Management Inc. now owns 73,323 shares of the company's stock worth $9,874,000 after acquiring an additional 56,263 shares in the last quarter. Matrix Asset Advisors Inc. NY acquired a new position in shares of Constellation Brands during the third quarter valued at about $5,236,000. Bayforest Capital Ltd raised its position in shares of Constellation Brands by 5,810.2% in the 3rd quarter. Bayforest Capital Ltd now owns 6,974 shares of the company's stock valued at $939,000 after purchasing an additional 6,856 shares during the last quarter. Hudson Edge Investment Partners Inc. raised its position in shares of Constellation Brands by 22.7% in the 3rd quarter. Hudson Edge Investment Partners Inc. now owns 35,316 shares of the company's stock valued at $4,756,000 after purchasing an additional 6,542 shares during the last quarter. Finally, Nordea Investment Management AB boosted its stake in Constellation Brands by 6.1% in the 4th quarter. Nordea Investment Management AB now owns 867,776 shares of the company's stock worth $120,300,000 after purchasing an additional 49,625 shares in the last quarter. 77.34% of the stock is owned by hedge funds and other institutional investors.

Key Constellation Brands News

Here are the key news stories impacting Constellation Brands this week:

• Positive Sentiment: Q4 beat and stronger cash returns: Constellation reported Q4 EPS of $1.90 (above estimates) and revenue that topped expectations; management highlighted substantial shareholder returns (buybacks + raised dividend), which lifted investor sentiment. Zacks: Constellation Brands Soars on Upbeat Q4 Earnings
• Positive Sentiment: Dividend increase and buybacks: Management raised the quarterly dividend to $1.03 and returned ~$1.6B to shareholders in FY2026 — a near‑term income/total‑return catalyst that supports the stock. QuiverQuant: STZ jumps as investors digest cash returns
• Positive Sentiment: Analyst support: Needham raised its price target and reaffirmed a Buy, and Wells Fargo lifted its target — analyst upgrades/target bumps helped momentum into the session. Benzinga: Needham raises price target
• Neutral Sentiment: Leadership transition / management messaging: Incoming CEO Nicholas Fink joined the earnings call briefly and management stressed improving trends in key Hispanic consumer segments — this calms some execution concerns but is early to change fundamentals. GlobeNewswire: Constellation FY26 results
• Neutral Sentiment: Mixed analyst reactions: While some shops upped targets, others (Morgan Stanley, Barclays) flagged caution / moved to Hold — the analyst tone is mixed, limiting consensus upside near term. Globe and Mail: Morgan Stanley Hold
• Negative Sentiment: Soft FY2027 guidance / withdrawn FY2028 outlook: Management gave FY2027 EPS guidance of $11.20–$11.90, below Street expectations, and withdrew longer‑term FY2028 guidance — this post‑earnings outlook is the main reason some investors remain cautious. Blockonomi: FY27 outlook disappoints
• Negative Sentiment: Weak demand in wine & spirits and consumer down‑trading: Revenue was down year‑over‑year (wine/spirits weakness offset beer gains), and management noted shoppers trading down — a structural demand risk that could pressure margins and growth. Reuters: Sales drop, beer demand steady

About Constellation Brands

Constellation Brands, Inc is a leading producer and marketer of beer, wine and spirits, with operations spanning production, importation, marketing and distribution. The company's beverage portfolio includes a range of premium and mainstream wines and spirits alongside major imported beer brands; in the U.S. market Constellation is widely known for its role in bringing Mexican imports such as Corona and Modelo to American consumers. Constellation supplies retail, on‑premise and foodservice channels and supports its brands with national sales and marketing platforms and supply‑chain capabilities.

The company traces its roots to the Canandaigua Wine Company, founded by Marvin Sands in 1945, and evolved through organic growth and acquisition into a diversified beverage company.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.